Lindy Chan

CFP

Centric Advisors, LLC

16 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Centric Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

1,162 clients

Average Client Portfolio

$195K average

Assets Under Management

$226.9M

Fee Structure

Minimum Investment:None

Location

12549 Louetta Road, Cypress, TX, 77429

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Lindy is a licensed insurance agent since 2008 and may offer insurance products to clients, which presents a conflict of interest. She dedicates about 10-20% of her time to this activity.